INTERGY PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2021

Total AUM

$603M

Discretionary

$582M

97% of AUM

Avg account

$262K

Accounts

2,298

Employees

Advisory reps

Firm details

Headquarters: COLORADO SPRINGS, Colorado
CRD number: 315698
Registered since: September 17, 2021
Website: intergywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.2%
Individuals19.08%
Pension & Profit Sharing Plans0.32%
Charitable Organizations0.25%
Corporations / Businesses0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Intergy Private Wealth, LLC is an independent RIA organized as an LLC and SEC-registered in 2021. The firm operates as a capital allocator for a mixed client base of individuals, families and institutional accounts, and it charges a blend of percentage-of-AUM, hourly and fixed fees. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting services and the selection of other advisers. Intergy identifies as an active ESG investor and reports that it uses third-party managers for alternative allocations. Investment behavior on filings points to a manager that leans on public funds and ETFs for core exposures while reserving allocations to external alternative managers. The firm is structured as an individually owned independent adviser rather than a multi-state network; filings list it as operating with a primary footprint rather than a broad, multistate advisory platform.